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Invesco S&P 500 Downside Hedged ETF

21 hedge funds and large institutions have $5.52M invested in Invesco S&P 500 Downside Hedged ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 2021 (+1)

1.1% more ownership

Funds ownership: 20.86%21.96% (+1.1%)

4% more capital invested

Capital invested by funds: $5.29M → $5.52M (+$232K)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$1.01M +$1.02M +36,269 New
UBS Group
2
UBS Group
Switzerland
$923K -$922K -32,680 -50%
UCFA
3
United Capital Financial Advisors
Texas
$647K +$1.38K +49 +0.2%
N
4
Natixis
France
$556K -$2.63K -93 -0.5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$487K +$22K +780 +5%
VF
6
Virtu Financial
New York
$438K +$443K +15,702 New
LPL Financial
7
LPL Financial
California
$339K +$57.9K +2,051 +20%
APA
8
American Portfolios Advisors
New York
$309K +$254 +9 +0.1%
RIA
9
Regal Investment Advisors
Michigan
$209K +$211K +7,466 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$163K
PG
11
Patten Group
Tennessee
$153K +$150K +5,310 +3,124%
BWA
12
Burt Wealth Advisors
Maryland
$91K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$59K
IA
14
IFP Advisors
Florida
$50K
CFA
15
Carroll Financial Associates
North Carolina
$23K +$85 +3 +0.4%
ASN
16
Advisory Services Network
Georgia
$22K +$28 +1 +0.1%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$16K
Morgan Stanley
18
Morgan Stanley
New York
$9K
AG
19
Advisor Group
Arizona
$8K
HI
20
Hudock Inc
Pennsylvania
$5K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$618K -21,916 Closed
SWP
22
Stratos Wealth Partners
Ohio
-$86K -3,052 Closed